Onboarding Clients

The 6clicks platform is designed to allow you to provide 6clicks functionality to your Clients.

Other than creating clients directly from your partner team, there are two additional ways to onboard clients:

  1. Clients sign up using your OneClick Connector
  2. Clients sign up by accessing a Risk Review you create for them to participate in

In both scenarios, your Clients will sign-up and create their own team account, which will then appear in your Clients table.

 

1. Clients signs-up using your OneClick Connector

Your OneClick Connector can be found on your dashboard.

Simply share this link with a new Client and they will be taken to your unique sign-up page.

Note- That if you have your Custom Branding applied, your Client sign-up page will also have this branding. 

Your new Client can now sign-up to create their own team. Once they have signed up and created the team, it will appear in the Your Client table. Note that when a Client signs-up for a Team using the OneClick Connector they can select to either be on the Just Risk or Risk & Compliance pricing plans. When your Client signs up from here, they will be on the 2-week free trial.

Once the client has signed up using your unique link, they can also provide Partner users access to their team as Advisors to support their risk and compliance activities. On how your clients can provide access to your Partner users, head here.

2. Clients sign up by accessing a Risk Review you create for them to participate in

To learn more about Risk Reviews, head here.